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Schwab US Mid-Cap ETF

1,009 hedge funds and large institutions have $8.65B invested in Schwab US Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 362 increasing their positions, 401 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 401

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
626
Heritage Trust
Oklahoma
$529K
CA
627
Continuum Advisory
Idaho
$525K
FCU
628
Financial Concepts Unlimited
Maine
$525K
PPWM
629
Perissos Private Wealth Management
Oklahoma
$523K
PI
630
PFG Investments
New York
$522K
MWA
631
Motive Wealth Advisors
Michigan
$522K
MS
632
Madden Securities
Texas
$522K
CA
633
CWC Advisors
Oregon
$521K
FRA
634
Front Row Advisors
California
$517K
IPWA
635
International Private Wealth Advisors
California
$516K
CWM
636
Castle Wealth Management
Florida
$510K
GCA
637
Genesee Capital Advisors
New York
$508K
RZH
638
Relyea Zuckerberg Hanson
Connecticut
$504K
PB
639
Pinnacle Bancorp
Nebraska
$499K
GWM
640
GDS Wealth Management
Texas
$496K
EP
641
Essential Partners
California
$484K
CIS
642
Continental Investors Services
Washington
$481K
HAG
643
HighPoint Advisor Group
Illinois
$477K
MCA
644
Millennium Capital Advisors
Arkansas
$471K
WIA
645
World Investment Advisors
California
$471K
PTC
646
Private Trust Company
Ohio
$468K
BAM
647
Bosun Asset Management
Illinois
$464K
AF
648
Amara Financial
California
$464K
BCA
649
Bay Colony Advisors
Massachusetts
$462K
MWM
650
Mission Wealth Management
California
$461K